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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,635 hedge funds and large institutions have $24.5B invested in Vanguard Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 683 increasing their positions, 617 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,635
Holders Change
-19
Holders Change %
-1.15%
% of All Funds
26.17%
Holding in Top 10
178
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.85%
New
98
Increased
683
Reduced
617
Closed
75
Calls
$17.6M
Puts
$4.29M
Net Calls
+$13.3M
Net Calls Change
-$3.57M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$477M
2
Bank of America
Bank of America
North Carolina
+$292M
3
WL
WIT LLC
District of Columbia
+$71.1M
4
Ameriprise
Ameriprise
Minnesota
+$55.6M
5
CIAS
CBIZ Investment Advisory Services
Ohio
+$54.6M

Top Sellers

1
PFO
Pathstone Family Office
New Jersey
-$67.7M
2
BlackRock
BlackRock
New York
-$42.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.3M
4
CAM
Cresset Asset Management
Illinois
-$39.7M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWPG
1051
Strategic Wealth Partners Group
Illinois
$659K +$223K +1,211 +51%
DI
1052
DFPG Investments
Utah
$657K +$5.88K +31 +0.9%
IGWM
1053
ICA Group Wealth Management
Colorado
$651K -$823K -4,343 -56%
National Bank of Canada
1054
National Bank of Canada
Quebec, Canada
$651K -$21.8K -115 -3%
MPW
1055
MGO Private Wealth
California
$642K +$58.4K +308 +10%
MFA
1056
Mayflower Financial Advisors
Massachusetts
$642K -$379 -2 -0.1%
TC
1057
Trilogy Capital
California
$640K -$59.3K -313 -8%
TP
1058
Tranquility Partners
Tennessee
$639K -$71.6K -378 -10%
BWM
1059
Baystate Wealth Management
Massachusetts
$637K -$676K -3,564 -51%
PMG
1060
ProVise Management Group
Florida
$636K -$23.1K -122 -4%
LWCFA
1061
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$636K +$407K +2,149 +178%
FPTW
1062
Franklin, Parlapiano, Turner & Welch
Texas
$634K – – –
SWM
1063
Stockman Wealth Management
Montana
$633K +$10.6K +56 +2%
BFO
1064
Biltmore Family Office
North Carolina
$629K – – –
Principal Financial Group
1065
Principal Financial Group
Iowa
$629K +$45.9K +242 +8%
PSCM
1066
Per Stirling Capital Management
Texas
$628K -$732K -3,860 -54%
OIA
1067
Optimum Investment Advisors
Illinois
$627K – – –
WFA
1068
Websterrogers Financial Advisors
South Carolina
$624K -$126K -663 -17%
ONB
1069
Old National Bancorp
Indiana
$624K – – –
SAM
1070
SignalPoint Asset Management
Missouri
$624K -$3.79K -20 -0.6%
FLA
1071
Financial Life Advisors
Texas
$622K -$1.14M -5,998 -65%
LWMNY
1072
Landmark Wealth Management (New York)
New York
$621K +$72.4K +382 +13%
SFI
1073
SPC Financial Inc
Maryland
$621K – – –
WCF
1074
West Coast Financial
California
$619K -$18.6K -98 -3%
PFM
1075
Parsec Financial Management
North Carolina
$619K – – –
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